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CIK: 0001542265
Total reported value
$7.2B
$7.2B
320 檔
8.8%
According to the latest 13F quarterly dataset, Gradient Investments LLC managed an equity portfolio of $7.2B at the end of Q1 2025, spanning 320 distinct U.S. exchange-listed positions.
In Q1 2025, Gradient Investments LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.57% | +0.45% | -27.51% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.10% | -0.65% | -6.46% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.03% | +12.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.26% | +14.94% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.06% | +14.20% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.81% | +0.03% | +28.80% | |
| 7 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 1.79% | — | -8.25% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.65% | +22.95% | |
| 9 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.75% | -0.26% | -21.63% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 1.59% | -0.08% | +72.58% | |
| 11 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.59% | — | -25.53% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.55% | -0.05% | -41.98% | |
| 13 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.51% | — | +5.83% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.05% | +9.38% | |
| 15 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.51% | -0.13% | +5.96% | |
| 16 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 1.46% | +0.01% | -36.56% | |
| 17 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 1.40% | — | -35.10% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.11% | +7.50% | |
| 19 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.35% | +0.04% | — | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.28% | — | EXIT | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.23% | -0.06% | +71.34% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.17% | +0.16% | +14.39% | |
| 23 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.15% | +0.01% | — | |
| 24 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.13% | -0.68% | -1.37% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.08% | -0.18% | -3.06% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.06% | +1.75% | |
| 27 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 1.02% | -0.02% | -9.21% | |
| 28 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.99% | -0.77% | +11.73% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.25% | +7.16% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.94% | — | EXIT | |
| 31 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.93% | -0.13% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.05% | +8.15% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | +0.07% | +9.53% | |
| 34 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 0.87% | — | +2.13% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.02% | +7.89% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.81% | -0.10% | +3.30% | |
| 37 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.80% | +0.02% | +8.26% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.79% | +0.08% | +12.45% | |
| 39 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 0.77% | — | -3.86% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.14% | +7.22% | |
| 41 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.13% | -4.67% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.28% | +1.80% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.14% | +3.40% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | -0.03% | +2.94% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | +0.01% | +3.59% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.13% | +14.50% | |
| 47 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.69% | +0.18% | +40.76% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.68% | -0.01% | +5.39% | |
| 49 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.67% | -0.03% | +11.92% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.67% | -0.22% | EXIT |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.2B across 320 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPAB, AMZN) accounted for 8.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYM
市值: $226.7M
During Q1 2025, Gradient Investments LLC's top holdings by market value included SPYM (4.6%)、SPAB (2.1%)、AMZN (2.1%). The largest single position, SPYM, represented 4.6% of total portfolio value.
In Q1 2025, Gradient Investments LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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